|
2026
|
HITE Hedge Asset Management
Braintree,
Massachusetts
|
$368M
|
+$53.7M
|
+17%
|
2.81%
|
57.9%
|
92
|
36.96%
|
|
|
2027
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$368M
|
-$5M
|
-1%
|
1.02%
|
75.8%
|
290
|
26.9%
|
|
|
2028
|
Lloyds Banking Group
London,
United Kingdom
|
$367M
|
-$46.5M
|
-11%
|
1.08%
|
46.6%
|
529
|
3.97%
|
|
|
2029
|
Mark Asset Management
New York
|
$367M
|
-$4.95M
|
-1%
|
1.62%
|
234%
|
71
|
35.21%
|
|
|
2030
|
Davis Asset Management
Sausalito,
California
|
$366M
|
+$43.7M
|
+14%
|
0.6%
|
89.8%
|
33
|
51.52%
|
|
|
2031
|
Oberweis Asset Management
Lisle,
Illinois
|
$365M
|
-$40.5M
|
-10%
|
0.59%
|
312%
|
156
|
26.28%
|
|
|
2032
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$365M
|
-$11.2M
|
-3%
|
0.68%
|
85.2%
|
81
|
11.11%
|
|
|
2033
|
Kopernik Global Investors
Tampa,
Florida
|
$365M
|
+$83.7M
|
+30%
|
16.9%
|
152%
|
21
|
14.29%
|
|
|
2034
|
Foundation Asset Management
White Plains,
New York
|
$365M
|
+$16.2M
|
+5%
|
2.34%
|
126%
|
24
|
54.17%
|
|
|
2035
|
Archon Partners
Princeton Junction,
New Jersey
|
$364M
|
-$10.7M
|
-3%
|
0.01%
|
88.8%
|
64
|
23.44%
|
|
|
2036
|
|
$364M
|
-$17.8M
|
-5%
|
4.65%
|
–
|
1
|
0%
|
|
|
2037
|
Westport Resources Management
Westport,
Connecticut
|
$364M
|
-$4.14M
|
-1%
|
0.59%
|
30.6%
|
1,084
|
12.27%
|
|
|
2038
|
Adell Harriman & Carpenter
Houston,
Texas
|
$364M
|
$0
|
0%
|
0.64%
|
128%
|
131
|
0%
|
|
|
2039
|
Shelter Mutual Insurance
Columbia,
Missouri
|
$363M
|
-$2.34M
|
-0.6%
|
0.13%
|
46.6%
|
45
|
0%
|
|
|
2040
|
Visionary Asset Management
Houston,
Texas
|
$363M
|
-$64.1M
|
-15%
|
2.41%
|
31.9%
|
444
|
75.68%
|
|
|
2041
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$363M
|
-$28M
|
-7%
|
0.65%
|
17.2%
|
329
|
11.25%
|
|
|
2042
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$363M
|
-$6.86M
|
-2%
|
1.11%
|
51.8%
|
166
|
7.23%
|
|
|
2043
|
Garnet Equity Capital Holdings
New York
|
$362M
|
+$40.6M
|
+13%
|
1.4%
|
230%
|
37
|
24.32%
|
|
|
2044
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$362M
|
+$30.4M
|
+9%
|
3.42%
|
60.8%
|
167
|
42.51%
|
|
|
2045
|
BTR Capital Management
Oakland,
California
|
$362M
|
-$2.14M
|
-0.6%
|
1.17%
|
35%
|
139
|
7.19%
|
|
|
2046
|
Callan Capital
La Jolla,
California
|
$361M
|
-$12.5M
|
-3%
|
6.61%
|
20.1%
|
81
|
28.4%
|
|
|
2047
|
Cornerstone Capital
Palo Alto,
California
|
$361M
|
-$10.5M
|
-3%
|
1.04%
|
74.7%
|
70
|
2.86%
|
|
|
2048
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$361M
|
-$76.4M
|
-17%
|
1.7%
|
60%
|
156
|
69.23%
|
|
|
2049
|
Arrow Financial
Glens Falls,
New York
|
$360M
|
-$9.48M
|
-3%
|
1.33%
|
53.2%
|
436
|
23.85%
|
|
|
2050
|
JMG Financial Group
Downers Grove,
Illinois
|
$360M
|
+$5.18M
|
+1%
|
1.83%
|
48.2%
|
56
|
3.57%
|
|